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Join our Academic All Stars from Harvard, Yale, Stanford, Wharton, MIT and Chicago Booth as they come together to share their vision for the investment landscape in the face of disruption. Designed to be a Master class-style event, we are bringing together the hottest, and most sought-after industry disrupters in the field.
You’ll learn from popular, industry-defining thought leaders, considered to be shaking things up and authorities on what the future of wealth management will look like.
These collegiate, Ivy League leaders are highly accomplished and include Nobel prize winners and New York Times bestsellers. Our speakers include 12 PhDs, 9 tenured professors, 3 economists, 2 psychologists and 2 JDs, eager to share their insights and strategies to help you move your career and business forward.
So, get ready to REIMAGINE the future of the investment and wealth management industry, starting with the ways we connect and engage with each other. Join us, virtually, for this All-Star academic line up at ACE Academy 2021, taking place April 26-27, for an opportunity to translate the latest research, insights and ideas into actionable strategies for your clients and prospects.
ACE Academy is in partnership with faculty from CIMA® & CPWA® Registered Education Providers:
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Faculty from:
Harvard University * Massachusetts Institute of Technology * Stanford University * Princeton UniversityACE Academy 2021, brings together academic heavy weights from top universities around the country and features more than 25 different sessions, guaranteeing you’ll find exactly what you’re looking for to maintain an edge in the financial world.
Offering a minimum of 25* premier, audit-proof, Institute CE credit hours, you can gain access to compelling insights, and strategies you can activate immediately from leading experts and academic professionals eager to share new trends, and solutions to solve some of the toughest problems facing the financial industry today.
For over 15 years, professionals have turned to the Institute’s conferences to deliver Ivy League-quality content from the top disruptors on the financial landscape. By attending our conference curated around the CIMA®, CPWA® and RMA® curriculum, you’ll gain futureproof methods to help you and your business move forward.
*CFP CE Pending
Content
An entertaining fusion of Ivy League-quality education and practical application. Ivy League professors lay the groundwork of academic research and ideas, while successful practitioners share their playbooks. The Institute is hyper-focused on adding value to advisors and their clients.
Networking
The value of a membership association is its community. Even the right sponsors are carefully selected. The connections made at these events make a career-defining difference!
Experience
As you participate via livestream and on-demand, you’ll feel our authenticity. There are opportunities before, during and after the conference to engage with Q&A, live polling and more. Our goal is to capture your attention with prestigious speakers and interactive events such as our Women in Wealth Reception and post speaker discussion about ethics.
Who Should Attend?
The Institute attracts like-minded financial professionals from all backgrounds, including wirehouses, RIAs, BDs, and banks and trusts. Our annual conference brings together top decision makers from firms such as UBS, Morgan Stanley, Merrill Lynch, Wells Fargo, BNY Mellon, J.P. Morgan, Goldman Sachs, Charles Schwab, Raymond James, Ameriprise, Credit Suisse, Northern Trust and more.
“The best educational conference, hands down.”
“ACE is one conference I can’t miss. It’s the best way to maximize my connections in the industry and receive the widest breadth of information.”
"This conference is a hidden gem. I can’t believe how consistently good it is year after year, and this year was no exception. "
Early Bird Pricing ends March 1
Regular pricing begins March 2
Bringing together Ivy League professors, expert practitioners, thought leaders and industry innovators!
Ace Academy Moderated by Devin Ekberg, CFA®, CIMA®, CPWA®, Investments & Wealth Institute
Speakers are subject to change
*All times noted in Eastern Standard Time
Friday April 23, 2021
Monday April 26, 2021
Tuesday April 27, 2021
Wednesday
April 28, 2021
| Time | Session | Speaker(s) |
|---|---|---|
3:00 - 4:00 p.m. EST |
ACE Academy Orientation | Devin Ekberg, CFA®, CPWA®, CIMA® |
| Time | Session | Speaker(s) |
|---|---|---|
10:00 - 10:15 a.m. EST |
Welcome Remarks |
Devin Ekberg, CFA®, CPWA®, CIMA® |
10:15 - 11:15 a.m. EST |
Opening Keynote Speaker: Atomic Habits: How to Get 1% Better Every Day (1 CE) |
|
11:15 - 11:45 a.m. EST |
The Institute Real-Time Takes |
Devin Ekberg, CFA®, CPWA®, CIMA® |
11:45 a.m. - |
Break with Partners and Sponsors |
|
12:15 - 1:15 p.m. EST |
General Session 1: Enhancing Longevity Risk Management (1 CE) |
|
1:15 - 1:40 p.m. EST |
The Institute Real-Time Takes |
|
1:40 - 2:10 p.m. EST |
Break with Partners and Sponsors |
|
2:10 - 3:25 p.m. EST |
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2:10 - 3:25 p.m. EST |
||
2:10 - 3:25 p.m. EST |
Masterclass 3 | Speaker Coming Soon |
3:35 - 4:35 p.m. EST |
Masterclass 4: Investing During and After COVID: What’s Changed, What Hasn’t? (1 CE) |
|
3:35 - 4:35 p.m. EST |
Masterclass 5: Session Title Coming Soon | |
3:35 - 4:35 p.m. EST |
Masterclass 6 |
Speaker Coming Soon |
4:45 - 5:45 p.m. EST |
General Session 2: REIMAGINE: Responding to Threats and Minimizing Disruption |
|
5:45 - 6:00 p.m. EST |
Closing Remarks |
Devin Ekberg, CFA®, CPWA®, CIMA® |
6:30 - 7:30 p.m. EST |
Women in Wealth Reception |
Speakers Coming Soon |
| Time | Session | Speaker(s) |
|---|---|---|
10:00 - 10:30 a.m. EST |
Award Announcements & Opening Remarks |
Devin Ekberg, CFA®, CPWA®, CIMA® |
10:30 - 11:30 a.m. EST |
General Session 3: The Five Trends That Will Define The Post Pandemic World (1 CE) |
|
11:30 - 11:55 a.m. EST |
The Institute Real-Time Take |
Devin Ekberg, CFA®, CPWA®, CIMA® |
11:55 a.m. - |
Break with Partners and Sponsors |
|
12:25 - 1:25 p.m. EST |
||
1:35 - 2:35 p.m. EST |
Masterclass 7: The Wisdom of Finance: Discovering Humanity in the World of Risk and Return (1 CE) |
|
1:35 - 2:35 p.m. EST |
||
1:35 - 2:35 p.m. EST |
Masterclass 9 |
Speaker Coming Soon |
2:35 - 3:00 p.m. EST |
Break with Partners and Sponsors |
|
3:00 - 4:00 p.m. EST |
||
4:00 - 4:15 p.m. EST |
Closing Remarks |
Devin Ekberg, CFA®, CPWA®, CIMA® |
| Time | Session | Speaker(s) |
|---|---|---|
11:00 a.m. - |
Post-Conference Discussion on Ethical Dilemmas (1 Ethics CE) |
| On-Demand | Session | Speaker(s) |
|---|---|---|
1 CE (Ethics) |
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1 CE |
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1 CE |
On-Demand 3: How ETF Portfolio Managers Make Capital Gains (Temporarily) Disappear |
|
1 CE |
On-Demand 4: Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health |
|
1 CE |
On-Demand 5: Monitoring, Evaluating, and Managing a Retirement Income Portfolio |
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